Associate Director and Chartered Financial Planner @ The Progeny Group
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Nick Apfs Work
2021 -now Associate Director and Chartered Financial Planner @
2017 -2021 Director and Chartered financial Planner @ Affinity IFA Limited
2009 -2017 Wealth Manager @
2006 -2009 Wealth Manager @
2001 -2006 Client Relationship Manager @
Nick Apfs Education
Clitheroe 1977-1984
Clitheroe Royal Grammar School
Nick Apfs Skills
Estate Planning
Strategic Financial Planning
High Net Worth Individuals
Financial Advisory
Savings
Personal Finance
Tax Efficient Investment Solutions for High Net Worth Individuals
Bespoke Portfolios Tailored to Suit Individual Investor Requirements
Investments
Financial Planners
Inheritance Tax Planning
Pensions
Retirement
Income Protection
Insurance
Holistic Financial Planning
Retirement Planning
Inheritance Tax Mitigation and Specialist Retirement Solutions
High Net Worth
Holistic Financial
Tax Efficient
Inheritance Tax
Bespoke Portfolios
Strategic Financial
Nick Apfs Summary
Nick Apfs, is currently a Associate Director and Chartered Financial Planner at Progeny. Nick Apfs brings experience from previous roles at Affinity IFA Limited, Murphy Wealth, Bank of Scotland Investment Service and Santander Investment. Nick Apfs holds a 1977 - 1984 Clitheroe. With a robust skill set that includes Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, Savings and more. Nick Apfs has 1 emails on RocketReach.
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